Summit Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.25M | Buy |
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|
2023
Q4 | $3.47M | Buy |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $2.43M | Sell |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2M | Sell |
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|
2022
Q1 | $2.83M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.6M | Buy |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $861K | Buy |
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|
2020
Q3 | $620K | Buy |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | $420K | Hold |
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|
2019
Q4 | $608K | Hold |
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|
2019
Q3 | $555K | Hold |
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|
2019
Q2 | $570K | Buy |
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